CRM for Energy

Charisma CRM for Energy provides CRM integrated tools that connect leads and customers with the employees and internal systems.

Customer Self Service portals and multichannel connectivity. Using Charisma Self Service Portals you will be able to provide customers and partners an application platform for interactive services, online support and social involvement.

Creating strong and safe Self-Service Portals;
Creating content-rich websites published with integrated CRM;
Optimization for desktop, tablets and other mobile devices;
Facilitating online interaction with a strong back-end CRM;
Mobile My Account.

CRM for Sales

B2B and B2C;
Lead management;
Tendering. Prices and configurable formulas, list of offers. Approval workflow;
Mobile vendor.

CRM for Marketing

Contract segmentation;
E-mail campaigns - reach formatting, tracking of responses;
Integration with the Self-Service portal using ADs and dynamic content;
Integration with Sales for follow-up;
Next optimal action.

CRM for Call Center

360° customer view Consolidated view with information from all existing systems through interfaces;
Activity management;
Next optimal action;
Integration with telephony system: incoming calls, click dialling, call lists;
Telemarketing.

Financial

Debt collection;

Field services

Field services;
Management of work orders;
Mobile application;
Advanced: mobile stocks and consumption, routes;

Integration with the invoicing system

Data received: synchronization in CRM: contact information of customers, contract information, consumption, invoices, payments;
Data delivered - contract drafts (from the tendering module).